+79.3%
CAKE vs WWD
+41.9%
+37.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.2% |
| 7D | -4.0% | +1.3% | -5.3% | -4.2% |
| 30D | +2.4% | -7.2% | +9.6% | +3.5% |
| 3M | +69.0% | -3.8% | +72.8% | +66.7% |
| 6M | +69.3% | -9.9% | +79.2% | +69.4% |
| YTD | +115.8% | +14.8% | +101.0% | +104.3% |
| 1Y | +79.3% | +42.1% | +37.3% | +63.8% |
| All | +79.3% | +41.9% | +37.5% | +63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WWD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling